News tagged Server, IPC, cloud computing, IoT at DIGITIMES

NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT

Thursday 14 May 2026

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...

Thursday 14 May 2026

SoftBank looks beyond mobile with data center, battery push

SoftBank is committing JPY1 trillion (US$6.34 billion) through fiscal 2030 to make artificial intelligence, data centers, and energy infrastructure its next growth engines, according...

Thursday 14 May 2026

Cisco accelerates AI push with Silicon One gains and major restructuring plan

Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...

Thursday 14 May 2026

Alibaba faces mounting margin pressure as AI investments accelerate

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...

Thursday 14 May 2026

Tencent eyes Chinese ASIC ramp in 2H26

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...

Thursday 14 May 2026

Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say

Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...

Thursday 14 May 2026

Microloops posts record first-quarter profit as AI server cooling drives growth

Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...

Wednesday 13 May 2026

Inventec sees strong AI, general-purpose server demand through 2028

Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

TECO expands into AI data centers with Malaysia acquisition deal

Taiwan-based industrial manufacturer TECO Electric & Machinery said on May 12 that its board had approved the acquisition of Malaysian engineering firm Dynaciate Engineering Sdn...

Wednesday 13 May 2026

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

Tuesday 12 May 2026

AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Tuesday 12 May 2026

Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Tuesday 12 May 2026

Altos targets South Korean AI server market with software edge

Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook